by Christine | Jan 1, 2015 | Advanced Health Care Directive, Asset Protection, Estate Plan, Estates, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"There are no 'do-overs' after you agree to a settlement," says Vickie Adams, a certified financial planner and certified divorce finance analyst in San Pedro, Calif. "After 50, you'll have fewer years to recoup from financial errors, so...
by Christine | Dec 11, 2014 | Elder Abuse, Elder Law, Medi-Cal, Medi-Cal Long Term Care, Nursing Home, Power of Attorney |
Through a series of legal maneuvers and Iowa's then-blind eye toward financial elder abuse, his caregiver betrayed the World War II Navy veteran's trust and drained his savings over a number of years, according to friends and court documents. According to an...
by Christine | Dec 5, 2014 | Asset Protection, Conservatorships, Cost Basis, Estate Planning, Estates, GRATs, Guardianships, Inheritance, Living Trust, Power of Attorney, Probate, Tax Planning, Taxation, Trust Taxation, Trusts, Wills |
“Income-tax rates are going up so it becomes more expensive for a grantor to maintain the grantor trust status of a trust they’ve set up,” says Lynn Halpern Lederman, managing director and senior fiduciary counsel – Northeast Region at Bessemer Trust, a New York firm...
by Christine | Dec 2, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Establishing a will is a vital part of protecting your financial legacy and there is no benefit in delaying it. Here are six often-avoided questions to help you get over your fear of wills and establish one for your family. There are no silly questions when it comes...
by Christine | Dec 1, 2014 | Asset Protection, Assets, Conservatorships, Estate Plan, Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
To prevent you and your family members from enduring more stress, misery or confusion than necessary, here are five estate-planning booboos to avoid … Think you have the right ideas when it comes to your estate? You may want to watch out for some common...
by Christine | Nov 26, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. Document gathering can be overwhelming when it comes to...
